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Category: Fiduciary

Step by Step Process for Applying, Quoting, Underwriting and Ultimate Placement of a Rep & Warranty Policy

December 21, 2022 No Comments

Step 1: There’s no insurance application. If needed, Rubicon will sign any NDA required by either party. We then required the following documents:

Four Ways to Protect Yourself From the Fiduciary Liability Litigation Machine

October 8, 2017 No Comments

The scene – an unnamed company. A new CFO was appointed and installed as the 401(k) plan administrator. He replaced the 12 investment options offered

The $11,000 Per Day Liability, “Hidden” Inside Your Health Insurance

September 20, 2017 No Comments

If you’re offering health insurance to your employees, you may not know it, but there’s a “hidden” liability waiting inside your plan. It’s waiting for

Excessive Management Fees: What Every Employer Needs to Know About the Hidden Danger Within Their Employee Benefit Plans

June 16, 2017 No Comments

Many employers provide 401(k) plans and other retirement benefits to their employees for a variety of reasons from altruistic, to pure competitive necessity. What these

Category: Fiduciary

Step by Step Process for Applying, Quoting, Underwriting and Ultimate Placement of a Rep & Warranty Policy

Four Ways to Protect Yourself From the Fiduciary Liability Litigation Machine

The $11,000 Per Day Liability, “Hidden” Inside Your Health Insurance

Excessive Management Fees: What Every Employer Needs to Know About the Hidden Danger Within Their Employee Benefit Plans

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